HB Wealth Management’s iShares US Tech Independence Focused ETF IETC Stock Holding History

HB Wealth Management’s Portfolio IETC Stock Details IETC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$614K	Buy	5,719 +1,502	+36%	+$157K	﹤0.01%	999
2026 Q1	$373K	Buy	4,217 +1,717	+69%	+$163K	﹤0.01%	1106
2025 Q4	$254K	Hold	2,500	–	–	﹤0.01%	1223
2025 Q3	$255K	Hold	2,500	–	–	﹤0.01%	1152
2025 Q2	$235K	Buy	+2,500	New	+$207K	﹤0.01%	1045
2025 Q1	–	Sell	-2,500	Closed	-$213K	–	1248
2024 Q4	$213K	Buy	+2,500	New	+$206K	﹤0.01%	958

Other funds holding IETC

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HB Wealth Management's IETC Position: Q2 2026 in Review

HB Wealth Management increased its iShares US Tech Independence Focused ETF (IETC) stake by 36% in Q2 2026, buying an estimated $157K and bringing the position to 5,719 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

HB Wealth Management first reported a position in IETC in Q4 2024 and has held it in 6 quarters since. 117 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

HB Wealth Management held 5,719 shares of iShares US Tech Independence Focused ETF worth $614K as of Q2 2026.
HB Wealth Management bought 1,502 iShares US Tech Independence Focused ETF shares in Q2 2026, an estimated $157K.
iShares US Tech Independence Focused ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #999 holding.
HB Wealth Management first reported a position in iShares US Tech Independence Focused ETF in Q4 2024 and has held it in 6 quarters since.
117 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.